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• Deepthi, Joseph and Anuj in teams convo with David to discuss using the power BI dashboard subscription to automate pulling EEO reports

  • Daily reports to clients / conorWeekly , weekly, final reports to clients / conor

  • Monthly reports - key performance indicator report - this is a monthly recap for EEOs - Must be done between 1^st and 5^th. EEO final reports.  To be sent to salesperson responsible for client.  1 to 2 days after course sponsorship completes. 

    • Met with Conor, not needed for him / sales

Monthly: 

• Finance Report, showing Direct mail usage on Postal account. Must be done between 1^st and 3^rd. 

  • Toni emailed Accounting distro list to begin the transition of sign on credentialsChasitty Carr, Accountant replied to Adops and advised that they have the credentials and can retrieve this report themselves. 08/06 2:00pm

• Net New Records report. Must be done between 1^st and 5^th.  To Leonard and Jeanne

  • This is a count of net new records added via list purchases and the FCME dashboard

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• 2024 Procurement Report - to Leonard and Jeanne. Must be done between 1^st and 5^th.  To Leonard and Jeanne

  • This is simply a recap of lists purchased and budget consumed

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